Thoughtful Investing

Whether we realise it or not, we all bring our personal values to bear in making choices in life.

Castlefield adopts a unique approach to looking after money, reflecting the individual objectives of all kinds of clients - from private individuals and the businesses they own and work for, to the not-for-profit organisations they help to run.

What sets us apart is that we work closely with our clients to help them to define what ‘ethical’ or ‘responsible’ investment means to them. We then interpret the results in practical ways which never ignore the need for real-world financial outcomes.

Our dedicated team is committed to achieving sustainable growth through independence and innovation, respect, responsibility and a highly personalised service. As an employee-owned business, we can ensure that everything we do reflects not only the values we share as co-owners of our own business, but the principles that are important to our clients too.

We call this approach ‘thoughtful investing’.

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CASTLEFIELD SYMPOSIUM 2021 RECORDING

Watch the video recording of our fourth symposium event featuring keynote speaker, Matthew Bell OBE.

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THE IMPORTANCE OF WRITING A WILL AND THE TOOLS TO HELP

This article highlights the importance of writing a will and introduces basic financial planning tools that everyone should consider.

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EIRIS FOUNDATION MILLION POUND QUESTION ANNOUNCEMENT

The Castlefield team has much to celebrate following the announcement by responsible investment charity, The EIRIS Foundation.

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